Senior Private Banking Relationship Manager

Dbs Bank

Indonesia

On-site

IDR 240,000,000 - 400,000,000

Full time

2 days ago

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Job summary

DBS Bank, Semarang 2 Branch, is seeking a Relationship Manager to deliver personalized wealth management services to high-net-worth clients. You will identify client needs, recommend investment, banking and insurance solutions, and maintain strong relationships through proactive, high-quality service.

In this role you will collaborate with cross-functional teams, aim to meet sales targets, and uphold the bank's compliance and risk management standards.

Qualifications

Experience in wealth management, private banking, or similar client-facing roles.
Strong interpersonal and communication skills with high-net-worth clients.
Ability to analyze client financial needs and provide tailored solutions.
Proficient in financial planning, investment and portfolio management.
Excellent problem-solving and decision-making skills.
Commitment to delivering exceptional client service.

Responsibilities

Provide personalized wealth management solutions to high-net-worth clients within the Treasures segment.
Proactively identify client needs and recommend investments, banking, and insurance products.
Maintain strong client relationships through regular communication and exceptional service.
Collaborate with cross-functional teams to deliver a seamless client experience.
Achieve individual and team sales targets while adhering to compliance and risk policies.

Skills

Wealth management

Private banking

Client facing

Communication skills

Job description

In this role you will collaborate with cross-functional teams, aim to meet sales targets, and uphold the bank's compliance and risk management standards.

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